Why Convert American Express Statements with BankScan AI?
Need to convert your own American Express UK business statement to Excel? BankScan AI prepares its DD MMM YY dates and charge card layout with separate sections for new charges, payments, credits, and membership rewards summary for review. BankScan is for one UK sole trader or owner-operated small business that keeps GBP sole-trader records.
Understanding American Express Statement Formats
American Express statements include card transactions, membership rewards and payment summaries. BankScan AI extracts detected transaction details and merchant categories for review. BankScan AI uses reviewed rules for supported American Express UK layouts (PDF) and presents the extracted columns, dates and descriptions for you to verify.
Why American Express Statements Need Specialist Conversion
American Express statements use DD MMM YY dates with charge card layout with separate sections for new charges, payments, credits, and membership rewards summary. Common parsing challenges include: Supplementary cardholder transactions are listed separately and must be consolidated, membership reward point entries are interspersed with financial transactions, and the multi-section layout (charges, payments, interest, fees) requires section-aware parsing.
BankScan AI applies reviewed parsing rules for American Express UK layouts. Check the extracted dates, descriptions, amounts and balances against the source before using them.
How to Download Your American Express Statement
In Amex Online, go to 'Statements & Activity', select the statement period, and download as PDF. For CSV exports, use 'Download your statement data' and choose the date range. The Amex app also offers statement downloads.
How It Works
Upload a supported American Express statement
Drag and drop a American Express statement in a currently reviewed PDF format.
AI prepares transaction rows
The scanner reads the DD MMM YY dates and prepares descriptions, amounts and running balances where present.
Review and download
Compare the extracted rows with the source statement, then download the reviewed spreadsheet for your records or a controlled import.
American Express — Did You Know?
American Express has operated in the UK since 1895. Unlike Visa and Mastercard, Amex operates as both the card network and issuer, giving their statements a unique format that includes rewards tracking not seen in standard bank-issued card statements.
Reviewing a American Express conversion
- American Express format review — Designed for currently reviewed American Express layouts in PDF files
- Source-led checking — Keep the original statement beside the working file and verify every extracted row before use
- Reviewable columns — Prepares charge card layout with separate sections for new charges, payments, credits, and membership rewards summary as rows you can check and correct
Turn Your Statement into a Spreadsheet
One £3.99 monthly plan for a UK sole trader, landlord or owner-operated small business that keeps sole-trader records. Start with a 7-day trial; a payment card is required and there is no charge for 7 days.
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